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Dr. Vinay Nair is the Founder, Chairman, and CEO of TIFIN: a platform that creates engaging wealth experiences to improve financial lives. This is all accomplished through AI and investment intelligence-driven personalization for the advised or self-directed investor.
In this podcast, Vinay brings his extensive background in both the academic and business world to give us a rundown on major industry trends and the AI technology TIFIN Wealth utilizes to help advisors and firms better serve their clients.
They also discussed:
- The early focus on AI by TIFIN and the evolution they foresee
- The capabilities of AI and its impact on advisors
- The challenges advisors are facing in terms of driving growth
- Firms utilizing their existing data to find new opportunities
Resources: TIFIN
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